Commit 929837b8 authored by Marcin Sedlak-Jakubowski's avatar Marcin Sedlak-Jakubowski Committed by Suzanne Selhorn

CTRT edits to creating an issue

parent 9618f99c
...@@ -10,7 +10,7 @@ GitLab has several features based on receiving incoming email messages: ...@@ -10,7 +10,7 @@ GitLab has several features based on receiving incoming email messages:
- [Reply by Email](reply_by_email.md): allow GitLab users to comment on issues - [Reply by Email](reply_by_email.md): allow GitLab users to comment on issues
and merge requests by replying to notification email. and merge requests by replying to notification email.
- [New issue by email](../user/project/issues/managing_issues.md#new-issue-via-email): - [New issue by email](../user/project/issues/managing_issues.md#by-sending-an-email):
allow GitLab users to create a new issue by sending an email to a allow GitLab users to create a new issue by sending an email to a
user-specific email address. user-specific email address.
- [New merge request by email](../user/project/merge_requests/creating_merge_requests.md#by-sending-an-email): - [New merge request by email](../user/project/merge_requests/creating_merge_requests.md#by-sending-an-email):
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...@@ -133,7 +133,7 @@ Learn how to install, configure, update, and maintain your GitLab instance. ...@@ -133,7 +133,7 @@ Learn how to install, configure, update, and maintain your GitLab instance.
- Instances. - Instances.
- [Auditor users](auditor_users.md): Users with read-only access to all projects, groups, and other resources on the GitLab instance. - [Auditor users](auditor_users.md): Users with read-only access to all projects, groups, and other resources on the GitLab instance.
- [Incoming email](incoming_email.md): Configure incoming emails to allow - [Incoming email](incoming_email.md): Configure incoming emails to allow
users to [reply by email](reply_by_email.md), create [issues by email](../user/project/issues/managing_issues.md#new-issue-via-email) and users to [reply by email](reply_by_email.md), create [issues by email](../user/project/issues/managing_issues.md#by-sending-an-email) and
[merge requests by email](../user/project/merge_requests/creating_merge_requests.md#by-sending-an-email), and to enable [Service Desk](../user/project/service_desk.md). [merge requests by email](../user/project/merge_requests/creating_merge_requests.md#by-sending-an-email), and to enable [Service Desk](../user/project/service_desk.md).
- [Postfix for incoming email](reply_by_email_postfix_setup.md): Set up a - [Postfix for incoming email](reply_by_email_postfix_setup.md): Set up a
basic Postfix mail server with IMAP authentication on Ubuntu for incoming basic Postfix mail server with IMAP authentication on Ubuntu for incoming
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...@@ -29,7 +29,7 @@ The following are guides to basic GitLab functionality: ...@@ -29,7 +29,7 @@ The following are guides to basic GitLab functionality:
- [Feature branch workflow](feature_branch_workflow.md). - [Feature branch workflow](feature_branch_workflow.md).
- [Fork a project](../user/project/repository/forking_workflow.md#creating-a-fork), to duplicate projects so they can be worked on in parallel. - [Fork a project](../user/project/repository/forking_workflow.md#creating-a-fork), to duplicate projects so they can be worked on in parallel.
- [Add a file](add-file.md), to add new files to a project's repository. - [Add a file](add-file.md), to add new files to a project's repository.
- [Create an issue](../user/project/issues/managing_issues.md#create-a-new-issue), - [Create an issue](../user/project/issues/managing_issues.md#create-an-issue),
to start collaborating within a project. to start collaborating within a project.
- [Create a merge request](../user/project/merge_requests/creating_merge_requests.md), to request changes made in a branch - [Create a merge request](../user/project/merge_requests/creating_merge_requests.md), to request changes made in a branch
be merged into a project's repository. be merged into a project's repository.
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...@@ -71,7 +71,7 @@ To create the `.gitlab/issue_templates` directory: ...@@ -71,7 +71,7 @@ To create the `.gitlab/issue_templates` directory:
1. Select **New directory**. 1. Select **New directory**.
1. Name your directory `issue_templates` and commit to your default branch. 1. Name your directory `issue_templates` and commit to your default branch.
To check if this has worked correctly, [create a new issue](issues/managing_issues.md#create-a-new-issue) To check if this has worked correctly, [create a new issue](issues/managing_issues.md#create-an-issue)
and see if you can choose a description template. and see if you can choose a description template.
## Create a merge request template ## Create a merge request template
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...@@ -29,7 +29,7 @@ To learn how the GitLab Strategic Marketing department uses GitLab issues with [ ...@@ -29,7 +29,7 @@ To learn how the GitLab Strategic Marketing department uses GitLab issues with [
## Related topics ## Related topics
- [Create issues](managing_issues.md#create-a-new-issue) - [Create issues](managing_issues.md#create-an-issue)
- [Create an issue from a template](../../project/description_templates.md#use-the-templates) - [Create an issue from a template](../../project/description_templates.md#use-the-templates)
- [Edit issues](managing_issues.md#edit-an-issue) - [Edit issues](managing_issues.md#edit-an-issue)
- [Move issues](managing_issues.md#moving-issues) - [Move issues](managing_issues.md#moving-issues)
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...@@ -4,148 +4,228 @@ group: Project Management ...@@ -4,148 +4,228 @@ group: Project Management
info: To determine the technical writer assigned to the Stage/Group associated with this page, see https://about.gitlab.com/handbook/engineering/ux/technical-writing/#assignments info: To determine the technical writer assigned to the Stage/Group associated with this page, see https://about.gitlab.com/handbook/engineering/ux/technical-writing/#assignments
--- ---
# Managing issues **(FREE)** # Manage issues **(FREE)**
[GitLab Issues](index.md) are the fundamental medium for collaborating on ideas and [GitLab Issues](index.md) are the fundamental medium for collaborating on ideas and
planning work in GitLab. planning work in GitLab.
Key actions for issues include: ## Create an issue
- [Creating issues](#create-a-new-issue) When you create an issue, you are prompted to enter the fields of the issue.
- [Moving issues](#moving-issues)
- [Closing issues](#closing-issues)
- [Deleting issues](#deleting-issues)
- [Promoting issues](#promote-an-issue-to-an-epic) **(PREMIUM)**
## Create a new issue
When you create a new issue, you are prompted to enter the fields of the issue.
If you know the values you want to assign to an issue, you can use If you know the values you want to assign to an issue, you can use
[quick actions](../quick_actions.md) to enter them. [quick actions](../quick_actions.md) to enter them.
While creating an issue, you can associate it to an existing epic from current group by You can create an issue in many ways in GitLab:
selecting it using **Epic** dropdown.
### Accessing the New Issue form
There are many ways to get to the New Issue form from a project's page:
- Navigate to your **Project's Dashboard** > **Issues** > **New Issue**: - [From a project](#from-a-project)
- [From a group](#from-a-group)
- [From another issue](#from-another-issue)
- [From an issue board](#from-an-issue-board)
- [By sending an email](#by-sending-an-email)
- Using a URL with prefilled fields
- [Using Service Desk](#using-service-desk)
![New issue from the issue list view](img/new_issue_from_tracker_list.png) ### From a project
- From an **open issue** in your project, click the vertical ellipsis (**{ellipsis_v}**) button Prerequisites:
to open a dropdown menu, and then click **New Issue** to create a new issue in the same project:
![New issue from an open issue](img/new_issue_from_open_issue_v13_6.png) - You must have at least the [Guest role](../../permissions.md) for the project.
- From your **Project's Dashboard**, click the plus sign (**+**) to open a dropdown To create an issue:
menu with a few options. Select **New Issue** to create an issue in that project:
![New issue from a project's dashboard](img/new_issue_from_projects_dashboard.png) 1. On the top bar, select **Menu > Projects** and find your project.
1. Either:
- From an **issue board**, create a new issue by clicking on the plus sign (**+**) at the top of a list. - On the left sidebar, select **Issues**, and then, in the top right corner, select **New issue**.
It opens a new issue for that project, pre-labeled with its respective list. - On the top bar, select the plus sign (**{plus-square}**) and then, under **This project**,
select **New issue**.
![From the issue board](img/new_issue_from_issue_board.png) 1. Complete the [fields](#fields-in-the-new-issue-form).
1. Select **Create issue**.
### Elements of the New Issue form The newly created issue opens.
> Ability to add the new issue to an epic [was introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/13847) in [GitLab Premium](https://about.gitlab.com/pricing/) 13.1. ### From a group
![New issue from the issues list](img/new_issue_v13_1.png) Issues belong to projects, but when you're in a group, you can access and create issues that belong
to the projects in the group.
When you're creating a new issue, these are the fields you can fill in: Prerequisites:
- Title
- Description
- Checkbox to make the issue [confidential](confidential_issues.md)
- Assignee
- Weight
- [Epic](../../group/epics/index.md)
- Due date
- Milestone
- Labels
### New issue from the group-level issue tracker - You must have at least the [Guest role](../../permissions.md) for a project in the group.
To visit the issue tracker for all projects in your group: To create an issue from a group:
1. Go to the group dashboard. 1. On the top bar, select **Menu > Groups** and find your group.
1. On the left sidebar, select **Issues**. 1. On the left sidebar, select **Issues**.
1. In the top-right, select the **Select project to create issue** button. 1. In the top right corner, select **Select project to create issue**.
1. Select the project you'd like to create an issue for. The button now reflects the selected 1. Select the project you'd like to create an issue for. The button now reflects the selected
project. project.
1. Select the button to create an issue in the selected project. 1. Select **New issue in `<project name>`**.
1. Complete the [fields](#fields-in-the-new-issue-form).
1. Select **Create issue**.
![Select project to create issue](img/select_project_from_group_level_issue_tracker_v13_11.png) The newly created issue opens.
The project you selected most recently becomes the default for your next visit. The project you selected most recently becomes the default for your next visit.
This should save you a lot of time and clicks, if you mostly create issues for the same project. This can save you a lot of time and clicks, if you mostly create issues for the same project.
### New issue via Service Desk ### From another issue
Enable [Service Desk](../service_desk.md) for your project and offer email support. > New issue becoming linked to the issue of origin [introduced](https://gitlab.com/gitlab-org/gitlab/-/merge_requests/68226) in GitLab 14.3.
Now, when your customer sends a new email, a new issue can be created in
the appropriate project and followed up from there.
### New issue via email You can create a new issue from an existing one. The two issues can then be marked as related.
A link to **Email a new issue to this project** is displayed at the bottom of a project's Prerequisites:
**Issues List** page. The link is shown only if your GitLab instance has [incoming email](../../../administration/incoming_email.md)
configured and there is at least one issue in the issue list.
![Bottom of a project issues page](img/new_issue_from_email.png) - You must have at least the [Guest role](../../permissions.md) for the project.
When you click this link, an email address is generated and displayed, which should be used To create an issue from another issue:
by **you only**, to create issues in this project. You can save this address as a
contact in your email client for quick access.
WARNING: 1. In an existing issue, select the vertical ellipsis (**{ellipsis_v}**).
This is a private email address, generated just for you. **Keep it to yourself**, 1. Select **New issue**.
as anyone who knows it can create issues or merge requests as if they 1. Complete the [fields](#fields-in-the-new-issue-form).
were you. If the address is compromised, or you want to regenerate it, The new issue's description is prefilled with `Related to #123`, where `123` is the ID of the
click **Email a new issue to this project**, followed by **reset it**. issue of origin. If you keep this mention in the description, the two issues become
[linked](related_issues.md).
1. Select **Create issue**.
The newly created issue opens.
### From an issue board
Sending an email to this address creates a new issue associated with your account for You can create a new issue from an [issue board](../issue_board.md).
this project, where:
- The email subject becomes the issue title. Prerequisites:
- The email body becomes the issue description.
- [Markdown](../../markdown.md) and [quick actions](../quick_actions.md) are supported.
NOTE: - You must have at least the [Guest role](../../permissions.md) for the project.
In GitLab 11.7, we updated the format of the generated email address. However the
older format is still supported, allowing existing aliases or contacts to continue working.
### New issue via URL with prefilled fields To create an issue from a project issue board:
1. On the top bar, select **Menu > Projects** and find your project.
1. Select **Issues > Boards**.
1. At the top of a board list, select **New issue** (**{plus-square}**).
1. Enter the issue's title.
1. Select **Create issue**.
To create an issue from a group issue board:
1. On the top bar, select **Menu > Groups** and find your group.
1. Select **Issues > Boards**.
1. At the top of a board list, select **New issue** (**{plus-square}**).
1. Enter the issue's title.
1. Under **Projects**, select the project in the group that the issue should belong to.
1. Select **Create issue**.
The issue is created and shows up in the board list. It shares the list's characteristic, so, for
example, if the list is scoped to a label `Frontend`, the new issue also has this label.
### By sending an email
> Generated email address format changed in GitLab 11.7.
> The older format is still supported, so existing aliases and contacts still work.
You can send an email to create an issue in a project on the project's
**Issues List** page.
Prerequisites:
- Your GitLab instance must have [incoming email](../../../administration/incoming_email.md)
configured.
- There must be at least one issue in the issue list.
- You must have at least the [Guest role](../../permissions.md) for the project.
To email an issue to a project:
1. On the top bar, select **Menu > Projects** and find your project.
1. Select **Issues**.
1. At the bottom of the page, select **Email a new issue to this project**.
1. To copy the email address, select **Copy** (**{copy-to-clipboard}**).
1. From your email client, send an email to this address.
The subject is used as the title of the new issue, and the email body becomes the description.
You can use [Markdown](../../markdown.md) and [quick actions](../quick_actions.md).
A new issue is created, with your user as the author.
You can save this address as a contact in your email client to use it again.
WARNING:
The email address you see is a private email address, generated just for you.
**Keep it to yourself**, because anyone who knows it can create issues or merge requests as if they
were you.
To regenerate the email address:
1. On the issues list, select **Email a new issue to this project**.
1. Select **reset this token**.
### Using a URL with prefilled values
To link directly to the new issue page with prefilled fields, use query To link directly to the new issue page with prefilled fields, use query
string parameters in a URL. You can embed a URL in an external string parameters in a URL. You can embed a URL in an external
HTML page to create issues with certain HTML page to create issues with certain fields prefilled.
fields prefilled.
| Field | URL parameter | Notes |
| Field | URL Parameter Name | Notes | | -------------------- | --------------------- | ------------------------------------------------------------------------------------------------------------------------------- |
|----------------------|-----------------------|-------------------------------------------------------| | Title | `issue[title]` | Must be [URL-encoded](../../../api/index.md#namespaced-path-encoding). |
| title | `issue[title]` | | | Issue type | `issue[issue_type]` | Either `incident` or `issue`. |
| description | `issue[description]` | Cannot be used at the same time as `issuable_template`. | | Description template | `issuable_template` | Cannot be used at the same time as `issue[description]`. Must be [URL-encoded](../../../api/index.md#namespaced-path-encoding). |
| description template | `issuable_template` | Cannot be used at the same time as `issue[description]`. | | Description | `issue[description]` | Cannot be used at the same time as `issuable_template`. Must be [URL-encoded](../../../api/index.md#namespaced-path-encoding). |
| issue type | `issue[issue_type]` | Either `incident` or `issue`. | | Confidential | `issue[confidential]` | If `true`, the issue is marked as confidential. |
| confidential | `issue[confidential]` | Parameter value must be `true` to set to confidential. |
Adapt these examples to form your new issue URL with prefilled fields.
Follow these examples to form your new issue URL with prefilled fields. To create an issue in the GitLab project:
- For a new issue in the GitLab Community Edition project with a pre-filled title - With a prefilled title and description:
and a pre-filled description, the URL would be `https://gitlab.com/gitlab-org/gitlab-foss/-/issues/new?issue[title]=Validate%20new%20concept&issue[description]=Research%20idea`
- For a new issue in the GitLab Community Edition project with a pre-filled title ```plaintext
and a pre-filled description template, the URL would be `https://gitlab.com/gitlab-org/gitlab-foss/-/issues/new?issue[title]=Validate%20new%20concept&issuable_template=Research%20proposal` https://gitlab.com/gitlab-org/gitlab/-/issues/new?issue[title]=Whoa%2C%20we%27re%20half-way%20there&issue[description]=Whoa%2C%20livin%27%20in%20a%20URL
- For a new issue in the GitLab Community Edition project with a pre-filled title, ```
a pre-filled description, and the confidential flag set, the URL would be `https://gitlab.com/gitlab-org/gitlab-foss/-/issues/new?issue[title]=Validate%20new%20concept&issue[description]=Research%20idea&issue[confidential]=true`
- With a prefilled title and description template:
```plaintext
https://gitlab.com/gitlab-org/gitlab/-/issues/new?issue[title]=Validate%20new%20concept&issuable_template=Feature%20Proposal%20-%20basic
```
- With a prefilled title, description, and marked as confidential:
```plaintext
https://gitlab.com/gitlab-org/gitlab/-/issues/new?issue[title]=Validate%20new%20concept&issue[description]=Research%20idea&issue[confidential]=true
```
### Using Service Desk
To offer email support, enable [Service Desk](../service_desk.md) for your project.
Now, when your customer sends a new email, a new issue can be created in
the appropriate project and followed up from there.
### Fields in the new issue form
> Adding the new issue to an epic [introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/13847) in GitLab 13.1.
When you're creating a new issue, you can complete the following fields:
- Title
- Type: either issue (default) or incident
- [Description template](../description_templates.md): overwrites anything in the Description text box
- Description: you can use [Markdown](../../markdown.md) and [quick actions](../quick_actions.md)
- Checkbox to make the issue [confidential](confidential_issues.md)
- [Assignees](#assignee)
- [Weight](issue_weight.md)
- [Epic](../../group/epics/index.md)
- [Due date](due_dates.md)
- [Milestone](../milestones/index.md)
- [Labels](../labels.md)
## Edit an issue ## Edit an issue
You can edit an issue's title and description. You can edit an issue's title and description.
Prerequisites:
- You must have at least the [Reporter role](../../permissions.md) for a project.
To edit an issue, select **Edit title and description** (**{pencil}**). To edit an issue, select **Edit title and description** (**{pencil}**).
### Bulk edit issues at the project level ### Bulk edit issues at the project level
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